Cloudsquare
Cloudsquare is a Salesforce-native AI lending platform for brokers, lenders, brokerages, and ISOs.
What Cloudsquare is
Cloudsquare is a Salesforce-native AI lending platform for brokers, lenders, brokerages, and ISOs. It manages work from application through final payment, covering CRM, deal diligence, lender submissions, offer comparison, commission reconciliation, and renewals. The platform lists 30 prebuilt lender connections that send submissions by API and return offers, stipulations, and decisions to deals. Cloudsquare AI includes application capture, cash-flow intelligence, file identification, and a lender decision inbox. Business Verify checks U.S. businesses against live Secretary of State and IRS data, with KYB scoring and principal screening also listed. The platform searches UCC liens across all 50 states and can file and monitor them. Customer, ISO, and syndicator portals are available, including document uploads and payment tracking for customers. Workflows cover revenue-based financing, equipment, business loans, reverse consolidation, and HELOC. Security details include SOC 2 and ISO 27001 compliance, encryption, uptime guarantees, and customizable access controls.
Good
- Salesforce-native lending platform
- 30 prebuilt lender connections
- UCC search across all 50 states
- Customer, ISO, and syndicator portals
- Includes Cloudsquare Advisor support
Watch out
- 15-day trial only
- Designed around Salesforce
Who it suits
Cloudsquare is designed for lending organizations such as brokers, lenders, brokerages, and ISOs using Salesforce. It fits teams needing lender connections, diligence tools, portals, and lending-specific workflows.
Verdict
Cloudsquare brings lending operations, lender connectivity, verification, diligence, portals, and AI tools into a Salesforce-based platform. Its per-user starting price and Salesforce focus should be weighed by prospective lending teams.
Plans and prices
From Cloudsquare's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Cloudsquare Broker | $75 a month | starts at $75 per user per month · per user per month |
The facts
Each one read from Cloudsquare's own pages, with the date it was checked.
What it does
- AI features
- Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox.checked 4 Oct 2026
- Broker tools
- Broker features include sales and CRM, deal scrubbing and diligence, lender submissions, offer comparison, commission reconciliation, and renewals.checked 4 Oct 2026
- Diligence
- The platform says it can search UCC liens across all 50 states and file and monitor them on the deal record.checked 4 Oct 2026
- Identity checks
- Business Verify checks U.S. businesses against live Secretary of State and IRS data, and the site also lists KYB scoring and principal screening.checked 4 Oct 2026
- Industries
- The site lists out-of-the-box workflows for revenue-based financing, equipment, business loans, reverse consolidation, and HELOC.checked 4 Oct 2026
- Integrations
- Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed.checked 4 Oct 2026
- Lender integrations
- The platform says it has 30 prebuilt lender connections that send submissions by API and return offers, stipulations, and decisions to the deal.checked 4 Oct 2026
- Portals
- Cloudsquare lists customer, ISO, and syndicator portals; its customer portal supports document uploads and payment tracking.checked 4 Oct 2026
- Purpose
- Cloudsquare is a Salesforce-native AI lending platform for brokers and lenders that manages operations from application through final payment.checked 4 Oct 2026
- Security
- Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls.checked 4 Oct 2026
- Support
- The company says every customer gets an included Cloudsquare Advisor who can help with configuration questions, training, and platform reviews.checked 4 Oct 2026
- Who it serves
- Cloudsquare describes its platform as built for lending organizations, including brokers, lenders, brokerages, and ISOs.checked 4 Oct 2026
The company
- Company history
- A Cloudsquare press release says the company was founded in 2018 as a Salesforce consulting firm.checked 4 Oct 2026
- Founded
- 2018checked 28 Sep 2026
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